Taurus Nifty 50 Index Fund - Direct (G)
Index FundNAV
48.09(1.76%)Fund Size (CR)
₹5.39Expense Ratio
1Scheme Type
Passive FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹0Exit Load
1%Return Since Launch
12.38%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Anuj Kapil
Bench Mark
Nifty 50 TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 9 April 2025 | 10460.27 | 4.60% | - | 3.43% | 534/1092 |
| 1 Month | 13 March 2025 | 10450.55 | 4.51% | - | 4.51% | 530/1068 |
| 3 Month | 16 January 2025 | 10055.68 | 0.56% | - | -0.69% | 546/998 |
| 6 Month | 16 October 2024 | 9389.41 | -6.11% | - | -5.12% | 511/884 |
| 1 Year | 16 April 2024 | 10598.41 | 5.98% | 5.98% | 6.49% | 486/736 |
| 3 Year | 13 April 2022 | 13544.23 | 35.44% | 10.60% | 11.36% | 220/326 |
| 5 Year | 16 April 2020 | 26398.91 | 163.99% | 21.41% | 22.27% | 80/118 |
| Since Inception | 3 January 2013 | 41970.11 | 319.70% | 12.38% | 6.82% | 278/1092 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 2 May 2024 | 1,20,000 | 119957.08 | -0.04% | -0.04% |
| 3 Year | 2 May 2022 | 3,60,000 | 427320.77 | 18.70% | 5.88% |
| 5 Year | 4 May 2020 | 6,00,000 | 845034.60 | 40.84% | 7.09% |
| 10 Year | 4 May 2015 | 12,00,000 | 2413158.23 | 101.10% | 7.24% |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
3.82%
Standard Deviation
0.99%
Beta
0.39%
Sharpe Ratio
0.01%
Treynor's Ratio
-0.69%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| HDFC Bank | 13.01% | 3831 | 0.70 | Equity | Banks |
| ICICI Bank | 8.97% | 3583 | 0.48 | Equity | Banks |
| Reliance Industr | 8.12% | 3431 | 0.44 | Equity | Refineries |
| Infosys | 5.32% | 1825 | 0.29 | Equity | IT - Software |
| Bharti Airtel | 4.41% | 1371 | 0.24 | Equity | Telecomm-Service |
| Larsen & Toubro | 3.82% | 589 | 0.21 | Equity | Infrastructure Developers & Operators |
| ITC | 3.58% | 4707 | 0.19 | Equity | Tobacco Products |
| TCS | 3.46% | 517 | 0.19 | Equity | IT - Software |
| Kotak Mah. Bank | 3.03% | 751 | 0.16 | Equity | Banks |
| Axis Bank | 2.96% | 1448 | 0.16 | Equity | Banks |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Taurus Nifty 50 Index Fund - Direct (G) | 5.39 | 4.51% | 0.56% | -6.11% | 5.98% | 10.60% | |
| Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) | 43.56 | 11.86% | 6.98% | 0.28% | 18.10% | - | |
| Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (IDCW) | 43.56 | 11.86% | 6.98% | 0.28% | 18.10% | - | |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund-Dir (G) | 19.54 | 10.06% | 6.35% | -1.20% | 14.86% | - | |
| Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Apr 2037 Index Fund-Dir (G) | 1025.56 | 3.45% | 4.67% | 6.01% | 13.07% | - | |
| Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Apr 2037 Index Fund-Dir (IDCW) | 1025.56 | 3.45% | 4.67% | 6.01% | 13.07% | - |
List of Schemes under Taurus Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Taurus Large Cap Fund | Equity | Very High | 4% | 1 | ₹46.92 |
| Taurus Mid Cap Fund | Equity | Very High | -2.41% | 1 | ₹114.44 |
| Taurus Banking & Financial Services Fund | Equity | Very High | 10.72% | 2 | ₹11.11 |
| Taurus Ethical Fund | Equity | Very High | 1.25% | 0 | ₹274.31 |
| Taurus Infrastructure Fund | Equity | Very High | -0.78% | 1 | ₹8.54 |
| Taurus ELSS Tax Saver Fund | Equity | Very High | 8.36% | 4 | ₹75.65 |
| Taurus Nifty 50 Index Fund | Other | Very High | 5.98% | 0 | ₹5.39 |
| Taurus Flexi Cap Fund | Equity | Very High | 2.7% | 2 | ₹337.97 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
1 January 2013
Total AUM (Cr)
₹5.39
Taurus Nifty 50 Index Fund - Direct (G) is an Index Fund-oriented fund from the renowned AMC, Taurus Mutual Fund. Launched in 1 January 2013, this fund is managed by Anuj Kapil. With assets under management (AUM) worth ₹5.39 (Cr), as of 17 April 2025, Taurus Nifty 50 Index Fund - Direct (G) is categorized as a Index Fund within its segment. The fund has generated a return of 12.38% since its launch.
The current NAV of Taurus Nifty 50 Index Fund - Direct (G) is ₹48.09, as on 17 April 2025. The fund's benchmark index is Nifty 50 TRI. You can invest in Taurus Nifty 50 Index Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1% - If exited on or before 365 days. Nil - If exited after 365 days. The fund has generated 10.60% and 21.41% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.56% in Equity, 0.44% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 30.70% in Banks, 13.06% in IT-Software, 8.62% in Petroleum Products, 7.14% in Automobiles, 5.62% in Diversified FMCG
FAQs
How to Invest in Taurus Nifty 50 Index Fund - Direct (G) Direct Growth?
Taurus Nifty 50 Index Fund - Direct (G) is a popular fund in the Index Fund segment. The fund has generated a return of 12.38% since inception. Looking to invest in Taurus Nifty 50 Index Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Taurus Nifty 50 Index Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Taurus Nifty 50 Index Fund - Direct (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Taurus Nifty 50 Index Fund - Direct (G) today and reap the benefits of this Index Fund fund!
How much returns has Taurus Nifty 50 Index Fund - Direct (G) Direct Growth generated?
What is the expense ratio of Taurus Nifty 50 Index Fund - Direct (G) Direct Growth?
What is the AUM of Taurus Nifty 50 Index Fund - Direct (G) Fund Direct Growth?
How to redeem or withdraw money from Taurus Nifty 50 Index Fund - Direct (G) Direct Growth?
Redeeming or selling units of Taurus Nifty 50 Index Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Taurus Nifty 50 Index Fund - Direct (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Taurus Nifty 50 Index Fund - Direct (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).